Savant Wealth Management Partners with Socha Financial Group
August 31, 2026
Savant Wealth Management has partnered with Corning, New York-based registered investment adviser Socha Financial Group, a planning-focused firm managing about $542 million in assets under management. The partnership closed on August 31, 2026, with the Socha team joining Savant—most as employees, and key leaders as member-owners.
- Buyers
- Savant Wealth Management
- Targets
- Socha Financial Group, LLC
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Buyout
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